JWA
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JFS Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

JFS Wealth Advisors’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.8K Buy
241
+126
+110% +$12.9K ﹤0.01% 703
2026
Q1 		$11.5K Sell
115
-96
-45% -$9.26K ﹤0.01% 898
2025
Q4 		$18.7K Buy
211
+144
+215% +$12.9K ﹤0.01% 765
2025
Q3 		$6.01K Hold
67
– – ﹤0.01% 1051
2025
Q2 		$6K Sell
67
-5
-7% -$457 ﹤0.01% 1024
2025
Q1 		$6.86K Buy
72
+5
+7% +$446 ﹤0.01% 1005
2024
Q4 		$5.68K Hold
67
– – ﹤0.01% 1081
2024
Q3 		$5.94K Buy
67
+2
+3% +$171 ﹤0.01% 1060
2024
Q2 		$4.96K Sell
65
-2
-3% -$151 ﹤0.01% 1069
2024
Q1 		$5.01K Sell
67
-14
-17% -$986 ﹤0.01% 1100
2023
Q4 		$5.82K Buy
81
+9
+13% +$661 ﹤0.01% 989
2023
Q3 		$5.3K Buy
72
+4
+6% +$317 ﹤0.01% 974
2023
Q2 		$5.54K Sell
68
-6
-8% -$479 ﹤0.01% 954
2023
Q1 		$5.86K Sell
74
-144
-66% -$10.9K ﹤0.01% 921
2022
Q4 		$16.6K Sell
218
-9
-4% -$643 ﹤0.01% 572
2022
Q3 		$15K Buy
227
+2
+0.9% +$147 ﹤0.01% 632
2022
Q2 		$16K Buy
225
+170
+309% +$12.7K ﹤0.01% 637
2022
Q1 		$4K Buy
55
+34
+162% +$2.43K ﹤0.01% 1166
2021
Q4 		$1K Buy
+21
New +$1.41K ﹤0.01% 1513

Other funds holding PNW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's PNW Position: Q2 2026 in Review

JFS Wealth Advisors increased its Pinnacle West Capital (PNW) stake by 110% in Q2 2026, buying an estimated $12.9K and bringing the position to 241 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

JFS Wealth Advisors first reported a position in PNW in Q4 2021 and has held it in 19 quarters since. 728 funds tracked by Wall St. Rank hold PNW as of Q2 2026.

  • JFS Wealth Advisors held 241 shares of Pinnacle West Capital worth $25.8K as of Q2 2026.
  • JFS Wealth Advisors bought 126 Pinnacle West Capital shares in Q2 2026, an estimated $12.9K.
  • Pinnacle West Capital made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #703 holding.
  • JFS Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2021 and has held it in 19 quarters since.
  • 728 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.